Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,227 | $183,516-58.5% | $155,534-51.0% | $145,884-47.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $10,679 | $5,315+100.9% | $4,675+128.4% | $4,662+129.1% |
| Participant deferral / active EE | $6,953 | $6,467+7.5% | $5,630+23.5% | $6,690+3.9% |
| Admin fee / account holder | $4,682 | $19,293-75.7% | $15,900-70.6% | $13,392-65.0% |